RZG News and Press, Invesco S&P Smallcap 600 Pure Growth From 06/14/22

People get surprised by the ferocity of bear markets, but they shouldn’t be. They get shocked at losing money on paper, and thus the selloffs happen more rapidly. Market expectations of inflation over the next ten years are well below the 4.7% you can earn on an average 10-year...

In order to extend the rally in the stock market, we needed good news on the inflation front, and we needed the bond market to remain well-behaved. The resulting declines late Thursday and early Friday came quickly, putting us back in a situation where a retest of the May lows seems l...

The S&P 500 is now officially in a bear market. 73% of all stocks are now down 20% or more, with the median stock down by -29.4%. The causes of today's rout were an inflation hangover and recession fears. The next shoe to drop could be a 75 bp hike in the Fed Funds rate. T...

Money supply growth can often be a helpful measure of economic activity, and an indicator of coming recessions. Even with March's bump in growth, money supply growth remains far below the unprecedented highs experienced during much of the past two years. The money supply metric us...

Over the past quarter-century, central banks such as the U.S. Federal Reserve and the European Central Bank have often stepped in and eased monetary policy when equity markets sold off. Now that inflation has risen to above 8% in both Europe and the U.S., lowering rates when the equit...

At least one Wall Street bank is calling on the Federal Reserve to raise the Fed Funds rate by 0.75%, just ahead of the central bank’s Open Market Committee (FOMC) meeting scheduled for June 14 and 15. Bond yields rise in response to inflation and the Fed’s rate hikes. ...

We’re not buying the stock dip because valuations haven’t really improved, there's a risk of Fed overtightening, and profit margin pressures are mounting. Stocks fell and yields jumped last week on news of persistent U.S. inflation and rapid euro area rate hikes, showing...

A new high in headline inflation sends interest rates soaring. The major market averages are testing their May lows. Wednesday's Fed decision and Chairman Powell's press conference will likely dictate the direction of the market from here. Oil prices remain the lynchpin to con...

The year-over-year change in core CPI peaked in March and is coming down, albeit slower than we’d all like to see. The economy is slowing in some areas and inflation is still high but probably peaking. Bond yields are starting to look pretty attractive relative to stock div...

Last week’s CPI numbers shocked some market participants, but really shouldn’t have shocked those who’ve visited retail locations. Bullish traders could be overjoyed by Friday’s price action, which showed a considerable increase in volume. They will look at...